Lee Maciej is a financial advisor with Ameriprise in Plymouth, MN, holding a Series 63 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. In addition to his advisory role, he serves as COO and Chief Investment Officer of TC Family LLC, where he supports strategic vision and operational management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Brian Mickelson is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is Chief Financial Officer and financial advisor for TC Family LLC, where he manages company financials. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing detailed, non-discretionary recommendation reports that incorporate modeling, tax strategies, and income planning. The firm delivers these services through a centralized consulting team and combines algorithmic tools with advisor oversight.

Molly Schmitz is a financial advisor at Ameriprise in Plymouth, MN, holding a Series 66 credential with one year of industry experience. Prior to joining Ameriprise, she worked at Caterpillar Inc and Actalent and has a background that includes positions at Iowa State University, Small World Learning Center, and Farmington High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes a centralized advisory team that collaborates with financial advisors and utilizes proprietary research and third-party data to develop personalized recommendations.

Taylor Ostien is a financial advisor with Ameriprise in Maple Grove, MN, holding a Series 66 designation and three years of industry experience. He has previously worked at LPL Financial, Royal Alliance Associates, and Financial Dimensions Group. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.